Summit Financial’s Sunoco SUN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.99M	Buy	93,181 +1	+0%	+$54	0.11%	163
2025 Q1	$5.41M	Buy	93,180 +16,732	+22%	+$971K	0.15%	132
2024 Q4	$3.93M	Buy	76,448 +5,212	+7%	+$268K	0.14%	131
2024 Q3	$3.82M	Buy	+71,236	New	+$3.82M	0.15%	112